Accept an approval request for a quote

About this task

If a quote is pending your approval, you must accept the approval request so that it be can presented to a customer. A quote can be presented to a customer only after it has been approved by all the approvers defined in the approval plan.

To accept an approval request for a quote:

Procedure

  1. Log in to Sterling™ Field Sales.
  2. The application home page is displayed. Perform one of the following steps:
    • Click the Find Quote hyperlink.
    • Click the Opportunities tab. In the Opportunity home page, click the Find Quote hyperlink.
    • Click the Quotes tab. In the Quote home page, click the Find Quote hyperlink.
    • Navigate to the Opportunity Details screen, and then click the Quote Name hyperlink in the Quotes panel. In this scenario, ignore steps 3 and 4, and proceed to step 5.
    • Under the Navigation panel, click Search..., enter the name of the quote as the search criteria, and then click the Search icon. The Quick Search Results screen displays a maximum of 10 quotes and 10 opportunities matching the search criteria.
      Note: The Navigation panel is displayed only if you have not selected the Hide Navigation Panel user preference.

      If the quote that you are searching for is displayed in the Matches on Quotes panel, click the corresponding Quote Name hyperlink or double-click the corresponding row. The Quote Summary screen is displayed. In this scenario, ignore steps 3 and 4, and proceed to step 5.

      However, if the quote that you are searching for is not displayed in the Matches on Quotes panel, click Advanced Quote Search.

  3. The Quote Search screen is displayed. Enter the appropriate search criteria and click Search.
  4. The quotes matching the search criteria are displayed in the Search Results panel. Click the corresponding Quote Name hyperlink or double-click the corresponding row.
    Note: If only one quote matches the search criteria, the details of the corresponding quote are automatically displayed.
  5. The Quote Summary screen is displayed. Under the Tasks panel, click Approvals.
  6. The Approvals screen is displayed. The Pending Approval icon is displayed adjacent to the Status field to indicate that the quote is pending approval. Click Approve. Alternatively, click Approve under the Tasks panel.

    The Approvals screen is refreshed. If the quote does not require any other approval, the status is changed to Approved.